Search News & Press Releases by Tag, Press release news tagged with wealth management

Press Release March 14, 2023

BAIRD NOMINATED FOR 2023 MORNINGSTAR EXEMPLARY STEWARDSHIP AWARD

Baird Asset Management has been nominated for Morningstar's 2023 Exemplary Stewardship award for the second time

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Press Release March 6, 2023

Hannah Peaslee has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

Ms. Hannah Peaslee is lauded for her expertise as a business management consultant and finance executive

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Press Release February 21, 2023

Brandy Nicole Ebron has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

Brandy Nicole Ebron is recognized for her expertise as a financial advisor for Broadway Wealth Management of LPL Financial

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Press Release February 8, 2023

Frank S. Oddo Celebrated for Dedication to the Field of Finance

Frank Oddo lends years of expertise to his work with UBS Financial Services

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Press Release February 6, 2023

After Record Year, Sterling Mortgage Income Fund — Canadian Trust Plans Special Distribution for Unitholders

Unitholders in the Fund will soon get a special dividend in addition to their 7% annual preferred earnings after another strong performance in 2022.

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Press Release January 31, 2023

Sterling Mortgage Income Fund Announces Special Distribution After Record Year

After a record year of strong returns, investors in the fund will soon get a special dividend in addition to their 7% annual preferred earnings.

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Press Release January 24, 2023

Yoshiki Toda has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

Yoshiki Toda is celebrated for excellence in the fields of business development and finance.

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Press Release January 24, 2023

DPL Financial Partners expands insurance offerings to address RIA member demand for more life, long-term care and disability options

Platform to offer "best available" products enabling RIAs to seamlessly expand their holistic offerings for clients

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Press Release January 19, 2023

Edward R. Jastrem has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

Currently director of financial planning for Heritage Financial Services, Mr. Jastrem's expertise in the financial services industry goes back 20 years

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Press Release January 19, 2023

Laura Jekabsons McNeil Recognized for Dedication to the Field of Business Management

Dr. McNeil serves as a Director at Citigroup.

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Press Release January 18, 2023

Arcus Partners Names Saurabh Bhole Partner and CTO

Leadership role strengthens company's focus on helping wealth managers, RIA, and broker-dealers firms maximize their IT, cloud and Salesforce infrastructures, and driving continuous innovation of the Finity360 digital office platform

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Press Release January 12, 2023

Spectacular Smith, Founder of Adwizar and Spectacular Academy, Celebrates Double Feature on Inc. Magazine's List of the Pacific Region's Fastest-Growing Private Companies

Companies on the 2022 Inc. 5000 Regionals Pacific list had an average growth rate of 195% percent

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Press Release January 11, 2023

Elaine Manley has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

Ms. Elaine Manley is a distinguished wealth manager and the founder of Financial Journey Partners

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Press Release January 9, 2023

Mark A. Cirelli, MBA, CPA, PFS, CFP®, Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

Mr. Cirelli has been endorsed by Marquis Who's Who as a leader in the wealth management industry

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Press Release January 3, 2023

John H. King has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

Mr. John H. King is recognized for his expertise as a financial advisor with Dakota Wealth Management

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Press Release December 8, 2022

D-Central Strategy Venture Launches Offering For Decentralized Sales Operations, Led By Julia Raimbault Gormand, Non-Executive Director

The Next-gen approach to sales brings together decentralized talent to drive sales + growth, harnessing the entrepreneurial spirit and performance-based incentives that clients crave, while keeping expansion costs correlated to the top line

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Press Release December 7, 2022

Wealthspire Advisors Partners with The Ultra-High-Net-Worth Institute

Wealthspire Advisors will join The UHNW Institute in promoting valuable education and sustainable positive change in the industry

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Press Release December 5, 2022

Marilyn A. Rios, AIF, Honored by Marquis Who's Who for Excellence in Financial Management

Ms. Rios is a dedicated client specialist and wealth advisor

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Press Release December 1, 2022

Stefano Cartoni has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

Mr. Cartoni was named as the new chief executive officer at Cork Alliance Inc. in 2020